Financial Planning Consultant
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
A Financial Planning Associate at Raymond James works within the firm’s wealth management organization supporting advisor-delivered client financial planning services. The role contributes to client-focused outcomes through collaboration with advisors and participation in the firm’s long-term financial planning initiatives.
Required Skills
- Financial Analysis
- Retirement Planning
- Estate Planning
- Risk Management
- Client Communication
- Presentation Preparation
- Tax Research
- Account Management
- Regulatory Compliance
Qualifications
- Bachelor's: Finance
- Bachelor's: Business Administration
- Bachelor's: Accounting
- High School Diploma
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
- Series 65
- Series 66
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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